Wealthy clients keep get interviewed about what they want from their advisors and aren't getting. The advisors keep getting reminded but do they change? These findings are from a new informal survey of 40 wealthy investors. The results may also apply to other types of advisors.
The most interesting results are quotes from the participants. Weâll look at the main issues raised.
This podcast accompanies a blog post at Riscario Insider: http://blog.riscario.com/2011/10/wealthy-reveal-how-their-advisors-fail.html
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